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Schwab US Large-Cap Growth ETF
SCHG

Overview Fund Activity

938 hedge funds and large institutions have $11.2B invested in Schwab US Large-Cap Growth ETF in 2023 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 372 increasing their positions, 315 reducing their positions, and 32 closing their positions.

Holders
938
Holders Change
+51
Holders Change %
+5.75%
% of All Funds
14.8%
Holding in Top 10
154
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+13.24%
% of All Funds
2.43%
New
93
Increased
372
Reduced
315
Closed
32
Calls
$8.56M
Puts
$3.21M
Net Calls
+$5.36M
Net Calls Change
-$618K

Top Buyers

1
AIA
1
Angeles Investment Advisors
California
$256M
2
Morgan Stanley
2
Morgan Stanley
New York
$140M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$459M
4
FMP
4
Financial Management Professionals
Texas
$35.5M
5
OCM
5
One Capital Management
California
$41.2M

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$6.05M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$1.08B
3
FEG
3
Fund Evaluation Group
Ohio
$181M
4
FPCG
4
Fort Pitt Capital Group
Pennsylvania
$150M
5
SEI Investments
5
SEI Investments
Pennsylvania
$643M
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$66M 880,967 +213,709 +32%
KF
27
Krilogy Financial
Missouri
$66M 880,353 -204,881 -19%
MGIA
28
Moneta Group Investment Advisors
Missouri
$63.7M 850,392 +55,263 +7%
MML Investors Services
29
MML Investors Services
Massachusetts
$63M 840,694 +191,056 +29%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$62.9M 839,235 -25,836 -3%
TIM
31
Total Investment Management
Arizona
$60.9M 812,919 +219,718 +37%
CAN
32
Cetera Advisor Networks
California
$59.7M 797,189 +75,094 +10%
UCFA
33
United Capital Financial Advisors
Texas
$54.4M 726,124 -65,489 -8%
BC
34
Brio Consultants
California
$53.9M 718,752 +122,410 +21%
Truist Financial
35
Truist Financial
North Carolina
$51.5M 686,556 +35,131 +5%
OIA
36
OneDigital Investment Advisors
Kansas
$51.1M 681,935 -85,904 -11%
LFS
37
Legacy Financial Strategies
Kansas
$49.9M 666,337 +20,609 +3%
PCIA
38
Prime Capital Investment Advisors
Kansas
$49.4M 659,162 +28,303 +4%
BPA
39
Beacon Pointe Advisors
California
$49.1M 654,845 +53,642 +9%
CCWA
40
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$47.8M 638,261 -10,639 -2%
TWM
41
Tradition Wealth Management
Minnesota
$45.5M 632,436 +32,977 +6%
CCMG
42
Clark Capital Management Group
Pennsylvania
$41.5M 553,819 -240,913 -30%
OCM
43
One Capital Management
California
$41.2M 549,967 +455,256 +481%
Thrivent Financial for Lutherans
44
Thrivent Financial for Lutherans
Minnesota
$40.6M 543,845 +59,309 +12%
FCI
45
Financial Counselors Inc
Kansas
$40.5M 539,881 -34,042 -6%
KLI
46
Kelman-Lazarov Inc
Tennessee
$39.8M 530,692 -17,630 -3%
GAM
47
Gemmer Asset Management
California
$37.7M 502,929 +12,807 +3%
Cetera Investment Advisers
48
Cetera Investment Advisers
Illinois
$37.5M 500,343 +52,116 +12%
RRWA
49
Rainey & Randall Wealth Advisors
Florida
$37.3M 497,617 +40,705 +9%
FC
50
Forte Capital
New York
$36.9M 492,378 +25,880 +6%
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